Component specifying and selection apparatus and method using intelligent graphic type selection interface

ABSTRACT

A method generates an output identifying components for a system, each of the components having one of a plurality of types, each of the components defined by a plurality of specifications. The method includes employing a network interface to receive a selection tool into a computer system memory. The method further includes executing the selection tool on a processing device to: open a multi-window display that includes a schedule window, a product type select window, and a product window; display a menu of a plurality of graphic elements; receive a user input selecting a first graphic element from the menu; update the multi-window display to display the menu of the plurality of graphic elements without the first graphic element and to display the first graphic element in the product type select window; and filter a component database to identify components having a component type corresponding to the first graphic element.

This application is a continuation of U.S. patent application Ser. No.13/441,536, filed Apr. 6, 2012, which claims the benefit of U.S.Provisional Patent Application Ser. No. 61/473,606, filed Apr. 8, 2011,and which is incorporated herein by reference.

FIELD OF THE INVENTION

The present invention relates to component ordering systems, and inparticular, to user interface methods and apparatus for componentordering systems.

BACKGROUND

Building systems include security systems, fire safety systems, andcomfort control systems, also known as heating, ventilation and airconditioning (HVAC) systems. Such systems, particularly in largebuildings, can include thousands of components, such as controllers,valves, ventilation damper boxes, ductwork, sensors, and air handingequipment. Defining all of the elements of a building system during theconstruction phase of a building can be a complex task. For example, abuilding system may employ many valves of different types, sizes, andconfigurations. A system designer often must select from hundreds ofcommercially available valve options for the various valve requirementsof the system. Such a task can be time consuming.

To assist in the ordering of components such as valves, software systemshave been developed that allow the user to select components forpurchase by allowing the user to define requirements of the parts, andthen providing the user with suggested available components from adatabase. One of the drawbacks of such systems, however, is that theyare primarily text driven, and consequently present a non-intuitive,cluttered display.

There is a need, therefore, for a component specification and selectionsystem that provides a more intuitive interactive experience.

SUMMARY

At least some embodiments of the present invention address theabove-referenced issue by providing a system and method of specifyingand selecting components having one or more of the features describedherein. Such features, either alone or in combination, facilitate anenhanced product selection experience, particularly in the selection ofmultiple components with various requirements from a large number ofchoices.

A method generates an output identifying components for a system. Eachof the components has one of a plurality of types, and each of thecomponents is defined by a plurality of specifications. The methodincludes employing a network interface to receive a selection tool intoa computer system memory. The method also includes executing theselection tool on a processing device to perform multiple operations.One operation is opening a multi-window display that includes a schedulewindow, a product type select window, and a product window. Anotheroperation includes displaying a menu of a plurality of graphic elements,each of the plurality of graphic elements representative of andcorresponding to a product type. A user input selecting a first graphicelement from the menu is received, and the multi-window display isdisplayed such that the first graphic element appears in the producttype select window. In another operation, a component database isfiltered to identify a first set of components having a component typecorresponding to the first graphic element. Still another operationincludes displaying in the product window data a list of components fromthe first set of components.

The features and advantages of the embodiments described herein willbecome more readily apparent to those of ordinary skill in the art byreference to the following detailed description and accompanyingdrawings.

BRIEF DESCRIPTION OF THE DRAWING

FIG. 1 is a schematic block diagram of a system in which exemplaryembodiments of the invention may be employed.

FIG. 2 is a schematic block diagram of a server computer of theexemplary system of FIG. 1

FIG. 3 is a schematic block diagram of an exemplary client computer thatmay be used to implement methods according to the invention;

FIG. 4 shows a flow diagram of an exemplary set of operations that maybe carried out by the system of FIG. 1;

FIG. 5 shows a flow diagram of an exemplary set of operations that maybe carried out by a client computer executing a product specifying andselection tool of the system of FIG. 1;

FIG. 6 shows a block diagram representation of an exemplary layout of amulti-window user interface graphic of the product specifying andselection tool of the system of FIG. 1;

FIG. 7 shows an exemplary user interface screen of a first embodiment ofthe multi-window user interface graphic of FIG. 6;

FIG. 8 shows a flow diagram of an exemplary set of operations that maybe carried out by a client computer executing the product specifying andselection tool to select or de-select a type of component;

FIG. 9 shows another exemplary user interface screen of the firstembodiment of the multi-window user interface graphic of FIG. 6;

FIG. 10 shows a flow diagram of an exemplary set of operations that maybe carried out by a client computer executing the product specifying andselection tool after a product parameter has been specified;

FIG. 11 shows a flow diagram of an exemplary set of operations that maybe carried out by a client computer executing the product specifying andselection tool after a product has been highlighted by the user;

FIG. 12 shows another exemplary user interface screen of the firstembodiment of the multi-window user interface graphic of FIG. 6;

FIG. 13 shows a flow diagram of an exemplary set of operations that maybe carried out by a client computer executing the product specifying andselection tool after a product has been highlighted by the user;

FIG. 14 shows a flow diagram of an exemplary set of operations that maybe carried out by a client computer executing the product specifying andselection tool after a product has been highlighted by the user;

FIG. 15 shows a flow diagram of an exemplary set of operations that maybe carried out by a client computer executing the product specifying andselection tool after a product has been highlighted by the user;

FIG. 16 shows a flow diagram of an exemplary set of operations that maybe carried out by a client computer executing the product specifying andselection tool after a product has been highlighted by the user;

FIG. 17 shows a flow diagram of an exemplary set of operations that maybe carried out by a client computer executing the product specifying andselection tool after a product has been highlighted by the user;

FIG. 18 shows a flow diagram of an exemplary set of operations that maybe carried out by a client computer executing the product specifying andselection tool after a product has been highlighted by the user;

FIG. 19 shows a flow diagram of an exemplary set of operations that maybe carried out by a client computer executing the product specifying andselection tool after a product has been highlighted by the user;

FIG. 20 shows a flow diagram of an exemplary set of operations that maybe carried out by a client computer executing the product specifying andselection tool after a product has been highlighted by the user;

FIG. 21 shows a flow diagram of an exemplary set of operations that maybe carried out by a client computer executing the product specifying andselection tool after a product has been highlighted by the user;

FIG. 22 shows a flow diagram of an exemplary set of operations that maybe carried out by a client computer executing the product specifying andselection tool;

FIG. 23 shows a representative diagram of an exemplary parts databasethat may be used by the client computer executing the product specifyingand selection tool; and

FIG. 24 shows another exemplary user interface screen of the firstembodiment of the multi-window user interface graphic of FIG. 6.

DETAILED DESCRIPTION

FIG. 1 shows a block diagram of a system in which exemplary embodimentsof the invention may be employed. The system 10 includes a server 50operably coupled to a plurality of client devices 70 ₁ . . . 70 _(n) viaan internetwork such as the Internet 60. The server includes productdata 55 and a product sizing and selection tool (“PSST”) 100. Theproduct data 55 may suitably be data stored in a database. The PSST 100comprises a downloadable software tool that, when executed at a suitableclient machine, allows for sizing and selection of component parts of asystem using one or more of the novel methods described herein. Furtherdetail regarding an exemplary embodiment of the server 50 is providedbelow in connection with FIG. 2.

The client device 70 ₁ may suitably be a general purpose desktop,laptop, tablet, or other suitable computer having a web browser 75 ₁, adisplay 80 ₁ and a user input device 85 _(k). As shown in FIG. 1, theclient device 70 ₁ also includes the PSST 100, which has been downloadedfrom the server 50. Additional client devices, such as the client device70 _(n), have corresponding structures. However, it will be appreciatedthat each of the client devices 70 ₁ . . . 70 _(n) may comprise any formof suitable computer device, and need not employ the same display, userinput device or web browser.

In operation, the web server 50 downloads a copy of the PSST 100 uponreceiving a request from a corresponding client computer, e.g. theclient computer 70 ₁ and/or 70 _(n). Each of the client computers 70 ₁ .. . 70 _(n) requesting the PSST 100 receives and executes the PSST 100,through the respective web browser 75 ₁ . . . 75 _(n). As will bediscussed further below in detail, the client computers 70 ₁ . . . 70_(n), execute the downloadable tool to define a schedule of componentsfor a system, such as, for example, valves for a building automationsystem. Upon selection by a corresponding user, each of the clientcomputers 70 ₁ . . . 70 _(n) generates an output file and transmits theoutput file to a web store or the like to effectuate the ordering of thecomponents listed on the schedule. The client computers 70 ₁ . . . 70_(n) can also print out the schedule of components, or store the outputfile for later use.

FIG. 2 shows a schematic block diagram of an exemplary embodiment of aserver computer 50 that may be employed in the system of FIG. 1 Theserver computer 50 includes a memory 205, a central processing unit(CPU) 210, secondary storage 215, a network input/output (I/O) unit 220,a local network I/O unit 225, and a display 230. All of the components205, 210, 215, 220, 225 and 230 are connected by at least one data bus232. The server computer 50 may suitably be implemented as a generalpurpose computer configured to operate as a web server device.

The memory 205 is any suitable memory capable of storing instructions tobe executed by the CPU 210. The memory 205 may suitably include orcomprise random access memory. In the embodiment described herein, thememory 205 stores executable web server instructions 235 and executableweb store instructions 240. The web server instructions 235, whenexecuted by the CPU 210, operate to interact with web clients, such asthe web client 70 ₁, as will be discussed further below. The web storeinstructions 240 are software instructions that, when executed by theCPU 210, enable a secure online purchasing environment, wherein orderscan be taken for components specified by user input, and/or via receiptof a data file describing a schedule of goods to be purchased. Suitableinstructions to carry out an online web store would be known to those ofordinary skill in the art. In some embodiments, the web storeinstructions 240 are stored in the memory of a separate computer, notshown, but which can be accessed by the clients 70 ₁ . . . 70 _(n) viathe Internet 60.

The secondary storage 215 comprises non-volatile memory that may behoused in the same housing as the CPU 210, but in alternativeembodiments is separately housed and accessed via a network. Thesecondary storage 215 store the PSST 100, a parts database 245, and aproduct description database 250. The parts database 245 and the productdescription database 250 in this embodiment form the product data 55 ofFIG. 1. As discussed above the PSST 100, contains instructions that,when executed in a client computer, carries out operations describedbelow in connection with FIGS. 5 to 11. It will be appreciated that theproduct description database 250 may alternatively be stored in anothercomputer system that is also accessible via the Internet. For example,if the web store instructions 240 are executed on a separate computer,then the product description database may also be stored on thatcomputer.

The parts database 245 is a searchable database of records for availablecomponents, e.g. valves or other components, along with parameters foreach of the available components. For example, a database record forvalves may include data identifying sizing and configuration parameters.FIG. 23 shows a representative diagram of an exemplary database that maybe used as the database 245.

Referring to FIG. 23, the parts database includes a plurality of datarecords 247 ₁, 247 ₃, 247 ₂, and so forth. Each of the data records 247n is associated with a valve that may be specified in a schedule ofparts for a building system. Each of the data records 247.sub.n includesa part identifier (“ID”), a type identifier (“type”), and a set of valveparameters. In this embodiment, the valve type is one of the followingvalve types: ball; butterfly; globe; magnetic; and zone. The valveparameters can include the different media (steam, water, coolant) thevalve can accept; the flow coefficient (“CV”), the line size that thevalve is compatible with, and the pressure drop and flow capacity of thevalve. Such parameters can further include the port configuration of thevalve, the valve trim, the connections, the pressure class, the flowcharacteristics and the disc type of the valve. The availability of manyor all of these parameters for commercially available valves istypically available from datasheets and/or other conventional sources.

By way of example, FIG. 23 shows an enlarged version of the valve datarecord 247 ₃ in which many, but not all of the fields of the data recordare shown. In the data record 247 ₃, the valve ID is a product number,which in this case is “500-10308S”, the valve type is “ball”, the flowcoefficient value is “0.3”, the size is “0.75”, the pressure drop valueis “5.07”, the port configuration is “2W”, and the trim value is “SS”.

It will be appreciated that other types of valves may optionally beincorporated, such as pressure independent control valves. In such acase, the valve parameters can include the “required flow” of thepressure independent control valve.

In any event, the product description database 250 is a searchable setof records for each valve that includes a user-readable productdescription, such as a data sheet or other product literature, in adocument file format. For example, the product description record foreach valve in the product description database 250 may suitably be a.pdf formatted file with drawings, written text, and parameters, in userreadable form.

The network I/O 220 may suitably be any communication connection to theInternet, such as a DSL modem, a T1 interface, or other Internetconnection. Such devices are known in the art. The local network I/O 325is a LAN interface or the like. In some cases, the server computer 50connects to the Internet using a LAN or WAN, in which case only a singlenetwork I/O 325 would be required.

FIG. 3 shows a schematic block diagram of an exemplary embodiment of aclient computer 70 ₁ that may be employed in the system of FIG. 1.Similar to the server 50, the client computer 70 ₁ includes a memory305, a central processing unit (CPU) 310, secondary storage 315, anetwork input/output (I/O) unit 320, a display 80 ₁, and a user inputdevice 85 ₁. The client computer 70 ₁ may suitably be implemented as ageneral purpose computer.

The memory 305 is any suitable memory capable of storing instructions tobe executed by the CPU 310, as well as runtime data files and datavalues generated by the CPU 310. The memory 305 may suitably include orcomprise random access memory. In the embodiment described herein, thememory 305 stores executable web browser instructions 75 ₁. The webbrowser instructions 75 ₁, when executed by the CPU 310, provide aninterface to files/data transmitted via the World Wide Web, as is knownin the art. The secondary storage 315 comprises non-volatile memory thatmay be housed in the same housing as the CPU 310. The secondary storage315 further contains a user data file 330 containing, among other thingsa “list of favorites”, which will be discussed further below.

In general, the client computer 70 ₁ may be any commercially availablehome or business personal computer configured for generate Internetcommunications and functionality. Accordingly, the client computer 70 ₁includes suitable software environment operating system, such as, forexample the WINDOWS® 7 operating system available from MicrosoftCorporation.

FIG. 4 shows a flow diagram overview of the operations of the servercomputer 50 and the client computer 70 ₁ of FIGS. 1-3 in carrying out anembodiment of a method according to the invention. In the flow diagramoverview of FIG. 4, the operations of the server computer 50 are carriedout by the CPU 210 executing the server instructions 235. Similarly, theoperations of the client computer 70 ₁ are carried out by the CPU 310executing the web browser instructions 75 ₁ and, in the case of steps435 and 440, the CPU 310 executing the downloaded PSST 100. Allinteractions between the CPU 210 and the CPU 310 in this embodimentoccur over the Internet 60 of FIG. 1.

In step 405, the client computer 70 ₁ generates a URL request for thewebsite hosted at the server computer 50 for the PSST 100. In step 410,the server computer 50 receives the request, and transmits to the clientcomputer 70 ₁ a preliminary webpage seeking authentication informationfrom the client/user. In step 415, the client computer 70 ₁ receives thepreliminary webpage, and causes it to be displayed (on display 80 ₁). Instep 420, the client computer 70 ₁ transmits any client/userauthentication information to the server computer 50. The clientcomputer 70 ₁ may suitably generate the authentication information fromclient/user input, or from a local data file. The authenticationinformation in the exemplary embodiment comprises a user name and apassword.

In step 425, the server computer 50 receives the client/userauthentication information and determines whether the authenticationinformation is correct. If so, then the server computer 50 proceeds tostep 430. If not, then the server computer 50 performs one or moreauthentication failure routines (step 427). For example, the failureroutines may allow the client/user additional attempts at authenticationbefore terminating the session. The server computer 50 may also utilizestandard means for the client/user to recover a secure password.

The authentication features are conventional and the details of suchfeatures are outside the scope of the present invention. Indeed, atleast some embodiments of the invention will not require anyauthentication at all. It may be preferable in a vendor/customerrelationship to avoid the need for authentication. In such otherembodiments, steps 410, 415, 420, 425 and 427 may be eliminatedaltogether.

In step 430, the server computer 50 downloads the PSST 100 and partsdatabase 245 from its secondary storage 215 to the client computer 70 ₁.In step 435, the client computer 70 ₁ stores the PSST 100 and partsdatabase 245 in memory 305. The client computer 70 ₁ typically firststores the PSST 100 and the parts database 245 in secondary storage 315,before executing from the memory 305.

Thereafter, in step 440, the client computer 70 ₁ begins to execute thePSST 100. The client computer 70 ₁, executing the PSST 100, performs theoperations discussed below in connection with FIGS. 5 to 22. From timeto time, the client computer 70 ₁ executing the PSST 100 may requireadditional information from the server computer 50. Specifically, aswill be discussed below, specific requests for product descriptioninformation may be generated during operation of the PSST 100. If suchinformation is required (step 445), the client computer 70 ₁ transmits arequest to the server computer 50 for specified product descriptioninformation. In step 450, the server computer 50 receives the request.The server computer 50 thereafter executes step 455. In step 455, theserver computer 50 retrieves the requested information from the productdescription database 250, and transmits the retrieved information to theclient computer 70 ₁. The client computer 70 ₁ continues local executionof the PSST 100 (step 445), and uses the retrieved informationaccordingly.

FIG. 5 shows in further detail the operations of the CPU 310 of theclient computer 70 ₁ (and any other suitable client computer) indownloading and executing the PSST 100. In step 505, the CPU 310downloads the PSST 100 as per step 435 of FIG. 4. The CPU 310 stores thePSST 100 in memory 305 to facilitate execution thereof. Additionally, instep 510, the CPU 310 downloads, and stores in memory 305, the partsdatabase 245. The parts database may also be stored in the secondarystorage 315.

In step 515, the CPU 310 executes the PSST 100 to cause rendering of amulti-window user interface graphic on the display 80 ₁. FIG. 6 shows anexemplary functional diagram of the multi-window UI graphic 600, andFIG. 7 shows in further detail an exemplary embodiment of themulti-window UI graphic 600 as it pertains to components in the form ofvalves.

With reference to both FIGS. 6 and 7, the UI graphic 600 includescustomary menu and tool bars 605, a selected type window 610, aparameter window 615, a filtered product window 620, a filtered actuatorwindow 625, a component schedule window 630. The UI graphic 600 alsoincludes an arrow graphic or icon 635. The UI graphic 600 furtherincludes an “add valve” icon 656, an “add actuator” icon 657, an “addassembly” icon 658, a “favorites” icon 659, and a “tooltips” check boxes670. The UI graphic 600 further includes a movable cursor 675 that isemployed to allow the user to navigate within the UI graphic 600. FIG. 7shows the UI graphic 600 configured for components in the form ofvalves. Additional features of the exemplary UI graphic 600 as itappears in FIG. 7 will be discussed further below.

In its basic form, the UI graphic 600 constitutes the workspace in whicha client/user may define the type of component (via a type select icon650 of the menu and tool bars 605), and define one or more parameters ofthe component (via the parameter window 615). The CPU 310, in responseto either type or parameter definitions, generates a list of potentiallycompatible devices in the filtered product window 620. In general, eachentry in the list has a part number, a price, a manufacturer ID andother information. The other information may include any attributes(size, etc.) that are either pre-selected, or selectable by the user byany suitable menu-driven or other the method.

The products in the list in the filtered product window 620 have beenfiltered from the entire product list in the parts database 245. Thefiltering produces those products that have one of the types selected bythe user (in selected type window 610), and have parameters thatcorrespond to the parameters identified (in parameter window 615). Theclient/user may select products in the filtered product window 620 forinclusion in the component schedule window 630, which is a list of theproducts the client/user has included as part of the current project.The client/user may also highlight one or more specific products in thefiltered product window 620 to obtain a list of actuators in thefiltered actuator window 625 that are compatible with the highlightedproduct. Further details regarding each of these features of the PSST100, as well as others, will be described below in detail.

With further reference to the component schedule window 630, the window630 includes identification of each product, component or assemblyselected by the user (in various ways discussed below), and parametersor information about such selected items, presented in columns. Theadditional parameters or information include price, quantity, operatingparameters and the like. In some embodiments, the user can manipulatewhich product information and parameters are presented in the componentwindow. The user may also select the various column headings to sortselected products in the component schedule window 630. The details ofsuch operations are conventional.

In addition, the component schedule window 630 in this embodimentincludes a user-editable “tag” field, shown as column 690 of FIG. 7. Inparticular, the PSST 100 is configured such that the user may also “tag”items (enter text) on a line-by-line basis, thus allowing sorting byuser-defined tags. For example, the user may select to tag some items as“building 3”, some items as “building 8”, and all other items as“building 1”. The user may then select the “tag” column heading, therebyresulting in organization of the items on the list by “building 1”,“building 3” and “building 8” designations. These tags become part ofthe schedule list 630 a, discussed further below.

The schedule window 630 also provides a multiplier column 684 forpricing adjustment on an item by item basis.

Referring again to FIG. 5, the CPU 310 in step 520 receives input fromthe client/user interacting with the UI graphic 600. In general, theuser input signals include those that move or change position of thecursor 675, or select an item over which the cursor 675 is positioned,as is conventional in graphical user interfaces. To create such signals,the user manipulates the user input device 85.sub.1, which may suitablybe a pointing device such as a so-called mouse, a touch screen, or otherdevice or combination of devices. The user manipulates the user inputdevice 85.sub.1 to move the cursor 675 to locations within the UIgraphic 600 and may or may not select items within the UI graphic 600.

Referring to specifically to the flow diagram of FIG. 5, the CPU 310receives a user input in step 520. The input may be a movement signalindicating an input associated with moving the cursor 675, in which casethe CPU 310 executes step 585, discussed further below. The input mayalso be a selection input signal, which is associated with a selection(such as a left click of a mouse). As will be discussed further below,inputs in some cases can involve movement signal with a second elementto indicate a user desire to drag an graphical element. In general, suchinput signals from a user input device 85 ₁ are conventional in nature.

Referring specifically to FIG. 5, upon receiving a selection input, theCPU 310 determines further action based on the current location of thecursor 675 with respect to the UI graphic 600, as is conventionallydone. Steps 525-580 represent the different actions that take placebased upon the location of the cursor 675 when the selection inputsignal is received.

In particular, if in step 520, the cursor 675 is located over the typeselect menu/icon 650 (see FIG. 6) when the select input signal isreceived, then the CPU 310 performs the Type Select routine, step 525,discussed below in connection with FIG. 8.

If, in step 520, the cursor 675 is located over a parameter definitionicon, text box, or other interactive element in the parameter window 615when the select input signal is received, then the CPU 310 performs theParameter Input routine, step 530, discussed below in connection withFIG. 10.

If, in step 520, the cursor 675 is located over a product in thefiltered product window 620 when the select input signal is received,then the CPU 310 performs the Product Select routine, step 535,discussed below in connection with FIG. 11.

If, in step 520, the cursor 675 is located over an actuator in thefiltered actuator window 625 when the select input signal is received,then the CPU 310 performs the Actuator Select routine, step 540,discussed below in connection with FIG. 13.

If, in step 520, the cursor 675 is located over an “add” icon, such asicons 656, 657, or 658 when the select input signal is received, thenthe CPU 310 performs the Schedule Add routine, step 545, discussed belowin connection with FIG. 14.

If, in step 520, the cursor 675 is located over the “select favorites”icon 659 when the select input signal is received, then the CPU 310performs the Favorites routine, step 550, discussed below in connectionwith FIG. 15.

If, in step 520, the cursor 675 is over a valve or actuator element inwindows 620, 625 or 685 (see FIG. 24) when both a select input signaland a move cursor signal is received, (i.e., an object is being“dragged” in the conventional GUI sense), then the CPU 310 performs theDragged Product routine, step 555, discussed below in connection withFIG. 16.

If, in step 520, the cursor 675 located over the close window icon 688of the favorites window 685 (see FIG. 24), when the select input signalis received, then the CPU 310 performs the Close Favorites routine, step560, discussed below in connection with FIG. 17.

If, in step 520, the cursor 675 is located over the arrow graphic icon635 when the select input signal is received, then the CPU 310 performsthe Screen Select routine, step 565, discussed below in connection withFIG. 18.

If, in step 520, the cursor 675 is over an icon or menu item forretrieval of a product description request, then the CPU 310 performs aDescription routine, step 570, discussed further below in connectionwith FIG. 19. It will be appreciated that the retrieval of a productdescription selection element may be displayed as a menu item followingreception of a secondary select input signal while the cursor is locatedover a valve or actuator element (in windows 620, 625 or 685). Forexample, when a secondary select input signal is received, (e.g., aso-called conventional “right click” of a mouse, or a select signal witha “control” or “shift” key depressed), then the CPU 310 would firstdisplay a menu of options, not shown, but which would include “retrieveproduct description” as a selectable menu item. If the sequence ofsignals results in the selection of a “retrieve product description”menu item, then the CPU 310 performs step 570 as discussed above. Itwill be appreciated that other methods of displaying a productdescription selection icon or menu item may be employed in thealternative or additionally. For example, in some embodiments, simplyhovering the cursor over a product in the windows 620 or 625 maygenerate the product description icon that allows for download of pdf.

If, in step 520, the cursor 675 is located over a menu item or icon thatcauses the generation of an output file or print, then the CPU 310performs the Generate Output routine, step 575, discussed below inconnection with FIG. 20. It will be appreciated that menu items for thegeneration of an output file or print may appear under a drop down menuin the tool bars 605. In such a case, the CPU 310 first receives aselect input signal while the cursor is over the name of a drop downmenu in the tool bars 605, such as “File” 608, displays a menu, notshown, but which includes one or more selections (e.g. print to file,print to paper) for generating an output. If, when the drop down menu isdisplay, the CPU 310 receives a select input signal while the cursor islocated over a selection related to generating an output, then the CPU310 executes step 575 as discussed above. In addition, the user mayinstead request an output generation by selecting an icon directlydisplayed on the display 600. For example, FIG. 7 shows a plurality ofselectable “output” icons 680. Selection of these icons also results inthe CPU executing an output routine in step 575.

If, in step 520, the cursor 675 is located over the show “ToolTips”check box 670 when the select input signal is received, then the CPU 310performs the Toggle ToolTips routine, step 580, discussed below inconnection with FIG. 21.

As discussed above, the CPU 310 may also receive only a cursor movementsignal from the user input device 85 ₁, which could result from therolling of a mouse device. In such a case, the CPU 310 executes CursorMovement Routine step 585, which is discussed further below inconnection with FIG. 22.

The various routines resulting from the user selections are discussedbelow.

Type Select

FIG. 8 shows the operations of step 525 that occur when the type selectmenu item/icon 650 is selected by the user. In step 805, the CPU 310displays a graphical menu of icons representative of those product typesthat have not previously been selected. To this end, the CPU 310 storesin memory 305, among other things, for each predefined product type, acorresponding graphical icon and a register or flag indicating whetherthat product type has been selected.

Referring to FIG. 7 the UI graphic 600 is shown in a state after thetype select menu item/icon 650 has been selected. As a result, theselectable type icon menu 611 is displayed. The selectable type iconmenu 611 includes icons (e.g. icons 611 a, 611 b and 611 c) of valvetypes that have not yet been selected by the user. By contrast, the typeselect window 610 shows icons (e.g. icons 611 d, 611 e) that havealready been selected. When the selectable type icon menu 611 is open,the user may readily move icons between the menu 611 and the type selectwindow 610 to select or deselect valve types. The selected icons remainin the type select window 610. For example, in FIG. 24, all valve types611 a-611 e have been selected, while in FIG. 7, only valves 611 d and611 e have been selected.

With continued reference to FIG. 7, in this embodiment, each of thevalve icons 611 a, 611 b, 611 c, 611 d and 611 e has a graphic that isrepresentative of the type of valve. Accordingly, the icon 611 aincludes a butterfly valve image and is associated with the butterflyvalve type. Similarly, the icon 611 b includes a magnetic valve imageand is associated with the magnetic valve type. The icon 611 c includesa zone valve image and is associated with the zone valve type. The icon611 d includes a ball valve image and is associated with the ball valvetype. The icon 611 e includes a globe valve image and is associated withthe globe valve type. During the user selection process, the userselects desired valve types by selecting the corresponding icon in themenu 611. If the type select window includes a valve type no longerdesire, the user may select the undesired valve type to cause the valvetype to leave the window 610.

FIG. 8, as mentioned above, shows the operation of the CPU 310 enablingthe above described functionality. In particular, in step 805, the CPU310 causes display of the selectable type icon menu 611 and displaysicons of those product types that have a stored flag value indicatingthat the product type has not been selected (e.g. icons 611 a, 611 b,611 c of FIG. 7).

FIGS. 7 and 9 show another examples of the UI graphic 600 showing theresult of step 805 in an exemplary execution of the PSST 100. After step805, the UI graphic 600 includes the selectable type icon menu box 611.The menu box 611 is sized to accommodate all of the possible componenttype icons 611 a-611 e. In the example of FIG. 9, the selectable typeicon menu box 611 includes the butterfly valve icon 611 a, the magneticvalve icon 611 b, and the zone valve icon 611 c, which had not beenpreviously selected.

By contrast, icons for previously selected valves are persistentlydisplayed in the selected type window 610. In the example shown in FIGS.7 and 9, the ball valve icon 611 d and globe valve icon 611 e have beenpreviously selected.

Referring again to FIG. 8, after the graphical menu of icons isdisplayed, the CPU 310 awaits another input from the user input device85 ₁ (step 810). Upon receiving one or more corresponding input signals,the CPU 310 determines in step 815 whether an icon has been selectedfrom the graphical menu (e.g. from selectable type icon menu box 611 ofFIGS. 7 and 9). If so, then the CPU 310 proceeds to step 820. If not,then the CPU proceeds to step 850, discussed further below.

In step 820, the CPU 310 causes the selected icon to be added to theselected type window 610 and removed from the selectable type icon menubox 611. The CPU 310 further stores in memory 305 a flag indicating thatthe selected product type is currently “selected”.

Thereafter, in step 825, the CPU 310 filters the parts database 245 togenerate a new filtered product list to be displayed in the filteredproduct window 620. The filtered product list 620 a (see FIG. 3) is alist stored in the memory 305 that includes identifiers for all productsfrom the parts database 245 that have one of the selected product types,and have parameters compatible with those defined by user (and displayedin the parameter window 615). Each table entry or line in the filteredproduct window 620 corresponds to a product identifier on the filteredproduct list 620 a. In step 825, the CPU 310 also stores the newlygenerated filtered product list in the memory 305.

In step 830, the CPU 310 generates a new filtered product window 620based on the filtered product list 620 a. To this end, the CPU 310displays information regarding each product on the filtered productslist 620 a in table format in the filtered product window 620. To thisend, the CPU 310 obtains from the parts database 245 selectdata/parameters regarding each of the products on list 620 a. The CPU310 displays such data and/or parameters in the filtered product window620 in the rows of the corresponding products. If the entire filteredproduct list 620 a (and corresponding product data) cannot fit withinthe window 620, then the only a portion of the list is provided in thewindow 620, along with a conventional scrolling control that allows theuser to view other parts of the list.

In addition in step 830, the CPU 310 also performs a count of thefiltered products on the filtered product list 620 a and displaystemporarily in superimposed fashion a message, in enlarged font(compared to other text on the UI graphic 600), indicating the countvalue. An example of such a message 935 is shown in FIG. 9. Preferably,the superimposed message 935 uses a font size at least twice as large asthat used in the other text of the filtered product window 620 in orderto catch the attention of the user. The CPU 310 removes the superimposedmessage 935 after a few seconds.

After step 830, the CPU 310 returns to step 805.

As discussed above, if in step 815 it is determined that the user inputis not a selection from the selectable type icon menu box 611, then theCPU 310 executes step 850. In step 850, the CPU 310 determines whetheran icon has been selected from the selected type window 610, i.e. whichindicates a desire to remove the component type from the group ofselected component types. If so, then the CPU 310 proceeds to step 855.If not, then the CPU 310 interprets the input as a command to exit theprocess and returns to step 515 of FIG. 5.

In step 855, the CPU 310 causes the selected icon to be removed from theselected type window 610 and added to the selectable type icon menu box611. The CPU 310 further flags that product type as “unselected” andstores the flag in memory 305. The CPU 310 then proceeds to step 825 andoperates accordingly to update the filtered product window 620.

Parameter Input

FIG. 10 shows an exemplary embodiment of operations that occur when auser provides an input that changes the value of any of the parametersshown in the parameter window 615. In particular, the operations of FIG.10 occur when the CPU 310 obtains an input select signal while thecursor 675 is disposed over one of the selectable elements in theparameter window 615. In general, the selectable elements include eitherdrop down menu icons, such as icons 615 a, 615 b, or text input boxessuch as box 615 c, 615 d. Each selectable element corresponds to aparameter that may be changed or defined. The definable parameterscorrespond to the types of data stored in the data records 247.sub.x inthe parts database 245. Thus definable parameters include choice medium(water, glycol, steam), flow coefficient, line size, pressure drop,steam quantity, steam supply pressure, port configuration, trim,pressure class, connections. Such parameters for selecting valves areconventional.

In the exemplary embodiment, the CPU 310 performs a separate set ofoperations based on parameter associated with icon or text box that isselected. For example, if the user selects the icon 615 a next to thelabel “Medium:” associated with the “medium” parameter, then the CPU 310causes display of a specific drop down menu, not shown, that includesthe selectable choices “Water”, “Glycol”, and “Steam” for the mediumparameter. For other parameters, other choices may be provided. However,for purposes of clarity of exposition, FIG. 10 shows the generalizedoperation applicable to all the potential parameter entries.

In step 1005, the CPU 310 determines whether a drop down menu icon suchas icons 615 a, 615 b have been selected. If so, then the CPU 310proceeds to step 1010. If not, then the CPU 310 proceeds to step 1030.In step 1010, the CPU 310 causes a drop down menu, not shown, to appearnext to the selected icon. The drop down menu includes selectableelements relating to the subject parameter. The CPU 310 then awaitsadditional input indicative of selection of one of the choices on thedrop down menu, or a selection that closes the drop down menu. To thisend, the CPU 310 determines in step 1015 if an input signal has beenreceived. If so, then the CPU 310 proceeds to step 1020 to process theinput signal. If not, then the CPU 310 returns to step 1015. In step1020, the CPU 310 determines whether a selectable icon from the dropdown list has been selected. If so, then the CPU 310 proceeds to step1025. If not, then the CPU 310 closes the drop down menu and returns tostep 515 of FIG. 5. In step 1025, the CPU 310 stores the selected inputin memory 305 and displays the selected input in the parameter window615. The CPU 310 thereafter proceeds to step 1050.

In step 1030, which is executed if the user has not selected a drop downmenu in the product parameter window 615, the CPU 310 determines whetherthe input select signal is disposed over a text input box, such as theboxes 615 c, 615 d. If so, then the CPU 310 proceeds to step 1035. Ifnot, then the CPU 310 returns to step 515 of FIG. 5.

In step 1035, the CPU 310 highlights the existing text and/or provides acursor for editing the existing text using keyboard inputs via the userinput device 85.sub.1. The CPU 310 in step 1040 thereafter receives textinput and an entry signal that signifies the entry of new information inthe text box. For example, the user may select the text box 615 c andtype in a value of “10” for the corresponding parameter, followed by anentry of the “enter” key from a keyboard, or some other input signal.After step 1040, the CPU proceeds to step 1045. Thereafter, the CPU 310in step 1045 stores the newly input parameter in the memory 305, andcauses it to be displayed in the parameter window 615. The CPU 310 thenproceeds to step 1050.

In step 1050, the CPU 310 filters the parts database 245 to generate(and store in the memory 305) a new filtered product list 620 a based onthe current group of selected product types, all previously definedparameters, and the newly defined parameter(s). The CPU 310 stores thenew filtered product list in memory 305, and proceeds to step 1055.

In step 1055, the CPU 310 provides results of the filtering step (i.e.the filtered product list) in the filtered product window 620 in amanner similar to step 830, discussed above in connection with FIG. 8.Also in step 1055, the CPU 310 also performs a count of the filteredproducts as determined in step 825, and displays temporarily thesuperimposed, large-font message (message 935 of FIG. 9) indicating thenumber of products in the filtered product list. The CPU 310 removes thesuperimposed message 935 after a few seconds.

After step 1055, the CPU 310 returns to step 515 of FIG. 5.

It will be appreciated that the types of parameters that can be definedby the user will vary from product to product. Those parameter choicesshown in FIG. 6 are suitable for valve selection in a buildingautomation system. As discussed above, entry of a parameter definitionmay be accomplished by simply typing a value in a dialog/text boxassociated with the parameter. In other cases, the user may select froma predetermined list of options associated with the parameter. Thedetails of selection and entry methods of parameters, as well as others,can be modified to suit implementation needs. Nevertheless, features ofthe parameter window 615 illustrated in FIG. 7, and the specificparameters arranged as disclosed, can be particularly advantageous forvalve selection and specification.

It will further be appreciated that in step 1040, each digit or letterentered may constitute a detected value entry, resulting in theoperation of step 1045, 1050, 1055 after each digit of a multi-digitvalue. Auto-text completion may also be employed for common parametervalues.

Product Select

FIG. 11 shows a flow diagram of step 535 of FIG. 5, which occurs when auser “highlights” a particular product in the filtered product window620. In particular, FIG. 11 shows a flow diagram of the operations thatoccur when an input select signal is received while the cursor 675 isdisposed over one of the product entries in the filtered product window620.

In step 1105, the CPU 310 causes the entire entry (i.e. line of data)for the selected product in the highlighted product to have a differentappearance, for instance, using shading or color shading, to illustratethe selection. By way of example, FIG. 7 shows a table entry 705 havinga highlighted appearance as a result of the operation of step 1105.Referring again to FIG. 11, the CPU 310 also flags in memory 305 thatthe product is “highlighted”. It will be appreciated that at any giventime, multiple products may have “highlighted” status. It will beappreciated that highlighted products may subsequently be un-highlightedby any suitable means, such as centering the cursor 675 over ahighlighted product and enter a select signal on the user input device85 _(1.)

In step 1110, the CPU 310 performs a filtering operation on the partsdatabase to generate a filtered actuator list. In particular, in theselection of valves, it is often necessary to select a suitableactuator. In step 1110, the CPU 310 identifies all actuators that wouldbe compatible with all current highlighted products (valves). Moreover,the filtering operation may be based on user-defined actuatorparameters, which may be part of a different UI graphic accessible viathe arrow graphic 635 of FIG. 6, discussed further below.

Referring again to FIG. 11, once the CPU 310 generates the filteredactuator list, the CPU 310 executes step 1115. In step 1115, the CPU 310causes the identified actuators and corresponding information to bedisplayed in the filtered actuator window 625. The CPU 310 alsosuperimposes, in enlarged font and on a temporary basis (similar to step830 of FIG. 8), the quantity of actuators found in step 1110.

In step 1120, the CPU 310 also causes the appropriate add icons 656, 657and 658 to be enabled, indicating that the user may select one or moreof the icons 656, 657 and 658. As will be discussed further below, theadd icons 656, 657 and 658 include icons that allow the user to add ahighlighted valve, actuator and/or valve/actuator assembly to thecomponent schedule list 630 a stored in the memory 305, discussedfurther below. The add icons 656, 657 and 658 are only enabled if avalve and/or actuator is highlighted. Accordingly, in step 1120, the CPU310 causes the “valve” select icon 656 to be enabled because a valve hasbeen highlighted. The “valve” select icon 656 is highlighted as long asone or more valve products have been “highlighted”.

The CPU 310 thereafter returns to step 515 of FIG. 5

Actuator Select

FIG. 13 shows a flow diagram of step 540 of FIG. 5, which occurs when auser “highlights” a particular actuator in the filtered actuator window620. In particular, FIG. 13 shows a flow diagram of the operations thatoccur when an input select signal is received while the cursor 675 isdisposed over one of the entries in the filtered actuator window 625.

In step 1305, the CPU 310 causes the entire entry (i.e. line of data)for the selected product in the highlighted product to have a differentappearance, for instance, using shading or color shading, to illustratethe selection. The CPU 310 also flags in memory 305 that the actuator is“highlighted”. It will be appreciated that at any given time, multipleproducts may have “highlighted” status. Highlighted actuators maysubsequently be un-highlighted by any suitable conventional means.

In step 1310, the CPU 310 also causes the add actuator icon 657 to beenabled and selectable. The CPU 310 thereafter executes step 1315. Instep 1315, the CPU 310 determines if only a single valve in the filteredproduct window 620 and a single actuator in the filtered actuator window625 has “highlighted” status. If so, then the CPU 310 proceeds to step1320. If not, then the CPU 310 returns to step 515 of FIG. 5.

In step 1320, the CPU 310 further enables the “assembly” select icon 658to be highlighted. Thus, as long as only a single valve and actuator arehighlighted in the windows 620 and 625, the user will have the option ofadding the assembly (consisting of both the highlighted actuator andhighlighted valve) to the component schedule 630 a, as will be discussedfurther below. If there are more or less actuators or valveshighlighted, then the CPU 310 does not enable the assembly select icon658 to be enabled because no single assembly has been defined.

The CPU 310 thereafter returns to step 515 of FIG. 5

Schedule Add

FIG. 14 shows a flow diagram of step 545 of FIG. 5, which occurs when auser selects one of the enabled icons 656, 657 or 658. In particular,FIG. 14 shows a flow diagram of the operations that occur when an inputselect signal is received while the cursor 675 is disposed over one ofthe icons 656, 657 or 658, and if that icon is enabled. If the cursor675 is disposed over a non-enabled icon 656, 657 or 658, the CPU 310does not proceed further, and instead returns to step 515.

In step 1410, the CPU 310 determines whether the add valve icon 656 hasbeen selected. If so, then the CPU 310 proceeds to step 1415. If not,then the CPU 310 proceeds to step 1420. In step 1415, the CPU 310 addsan identification of all “highlighted” valves, i.e. valves having a“highlighted” status, to the component schedule file 630 a stored in thememory 305.

The component schedule file 630 a (see FIG. 3) is a file stored in thememory 305 that includes identifiers for all components from the partsdatabase 245 that have been “added” to the schedule by the user in anyof the methods described herein, including those of FIGS. 14 and 16. Thecomponent schedule file 630 a therefore represents the list ofcomponents identified by the user for the job being outfitted. Thecomponent schedule window 630 in the UI graphic 600 displays a tableincluding the identification (and some parameters) of each componentidentified in the component schedule file 630 a. The component schedulefile 630 a also includes any user defined tags, discussed further above.

Thus, in step 1415, the CPU 310 causes the updated component schedulefile 630 a to be stored in the memory 305, and causes the UI graphic 600to be updated in accordance with the updated component schedule file 630a.

After executing step 1415, the CPU 310 returns to step 515 of FIG. 5.

In step 1420, the CPU 310 determines whether the add actuator icon 657has been selected. If so, then the CPU 310 proceeds to step 1425. Ifnot, then the CPU 310 proceeds to step 1430. In step 1425, the CPU 310adds an identification of all “highlighted” actuators, i.e. actuatorshaving a “highlighted” status, to the current schedule file 630 a storedin the memory 305. After executing step 1425, the CPU 310 returns tostep 515 of FIG. 5.

In step 1430, which only occurs if the user has selected the add“assembly” icon 658, the CPU 310 adds an identification of thehighlighted valve from the window 620 and the highlighted actuator fromthe window 625 to the current schedule file 630 a stored in the memory305. Alternatively, the CPU 310 may only add an identification of theassembly to current schedule file 630 a. After executing step 1430, theCPU 310 returns to step 515 of FIG. 5.

Open Favorites

FIG. 15 shows a flow diagram of step 550 of FIG. 5, which occurs when auser selects the favorites icon 659 of the UI graphic 600. Inparticular, FIG. 15 shows a flow diagram of the operations that occurwhen an input select signal is received while the cursor 675 is disposedover the icon 659.

In step 1505, the CPU 310 retrieves the list of favorites from the userdata 330 stored in user's secondary memory 315. In the embodimentdescribed herein, the list of favorites is stored locally as part of theuser data 330 for each user. The CPU 310 may suitably store theretrieved list in the primary memory 305.

After step 1505, the CPU 310 executes step 1510. In step 1510, the CPU310 causes a display of a new “favorites” window overlaying a portion ofthe existing graphic 300. For example, FIG. 24 shows an exemplaryversion of the UI graphic 600 with a favorites window 685 superimposedover portions of the filtered actuator window 625, the parameter window615 and the type select window 610. The CPU 310 further populates thefavorites window 685 with a list of products retrieved in step 1505, andmay provide additional data regarding such products using the productdata base 245.

The CPU 310 thereafter returns to step 515 of FIG. 5.

Dragged Product

FIG. 16 shows a flow diagram of step 555 of FIG. 5, which occurs when auser “drags” a product from the filtered product window 620, thefiltered actuator window 625, or the favorites window 685, if currentlydisplayed. In particular, FIG. 16 shows a flow diagram of the operationsthat occur when the CPU 310 receives an input select signal that is held(continued) while the cursor 675 is disposed over a product in any ofthe windows 620, 625 and 685, and before the input select signal isremoved, the CPU 310 further receives a cursor movement signal.

In step 1605, the CPU 310 moves the cursor 675 and preferably someindication of the selected product on the UI graphic 600 in accordancewith the movement signal. Movement of screen cursors and “dragged”elements in response to movement signals from a suitable user inputdevice 85 ₁ is convention.

In step 1610, the CPU 310 detects the removal of the input select signalfrom the user input 85 ₁, as by release of the left-click button of aconventional mouse pointing device. In step 1615, the CPU 310 determinesif the cursor 675 is located in the schedule window 630 when the inputselect signal is released. If so, then the CPU 310 proceeds to step1620. If not, then the CPU 310 proceeds to step 1625.

In step 1620, the CPU 310 adds information identifying the draggedproduct to the component schedule list 630 a that is stored in thememory 305. The CPU 310 furthermore updates the display 80 ₁ to show theadded product in the schedule window 630. After step 1620, the CPU 310returns to step 515 of FIG. 5.

In step 1625, the CPU 310 determines if the cursor 675 is located in thefavorites window 685 when the input select signal is released. If so,then the CPU 310 proceeds to step 1630. If not, then the CPU 310 returnsto step 515 of FIG. 5. In step 1630, the CPU 310 adds informationidentifying the dragged product to the favorites list that is stored inthe user data 330 in the memory 305. The CPU 310 furthermore updates thedisplay 80 ₁ to show the added product in the favorites window 685.After step 1630, the CPU 310 returns to step 515 of FIG. 5.

Close Favorites

FIG. 17 shows a flow diagram of step 560 of FIG. 5, which occurs when auser selects an icon that closes the favorites window 685 of the UIgraphic 600. In particular, FIG. 17 shows a flow diagram of theoperations that occur when an input select signal is received while thecursor 675 is disposed over the close window icon 688. (See FIG. 24).

In step 1705, the CPU 310 closes the overlaid favorites window 685 andrestores the UI graphic 600 in its layout as shown in FIG. 6. The CPU310 may also suitably store the favorites list back into the user data330 stored in the secondary memory 315.

The CPU 310 thereafter returns to step 515 of FIG. 5.

Screen Select

FIG. 18 shows a flow diagram of step 565 of FIG. 5, which occurs when auser selects the arrow graphic 635 of the UI graphic 600. In particular,FIG. 18 shows a flow diagram of the operations that occur when an inputselect signal is received while the cursor 675 is disposed over thearrow graphic 635. (See, e.g. FIGS. 6 and 7).

In particular, the PSST 100 includes the feature that allows the user todefine actuator parameters in a parameter window similar to the valveparameter window 615. Specifically, upon selection by the user of thearrow 635, the CPU 310 displays the graphic 601 of FIG. 12 instead ofthe UI graphic 600. The UI graphic 601 is substantially the same as theUI graphic 600, except that the valve parameter window 615 is replacedby an analogous actuator parameter window 615′. The graphic 601 alsoincludes the arrow 635 to allow the user to navigate back to theoriginal UI graphic 600.

To this end, in step 1805, the CPU 310 determines whether the currentgraphic is the original UI graphic 600, which includes the valveparameter window 615 (as opposed to the graphic 601 of FIG. 12). If so,then the CPU 310 proceeds to step 1810 to generate a multi-windowdisplay similar to the UI graphic 601, and to continue to do so inensuing executions of step 515. After step 1810, the CPU 310 returns tostep 515 of FIG. 5 and proceeds accordingly, except that the actuatorparameter window 615′ is employed in the display graphic 601 in anongoing manner until switched back.

If the answer in step 1805 is in the negative, then CPU 310 causesdisplay of the UI graphic 600 as per FIG. 6, including the valveparameter window 615 in place of the actuator parameter window 615′. Insuch a case, the CPU 310 proceeds to step 1815 to generate themulti-window UI graphic 600 multi-window replacing the actuatorparameter window 615′ with the valve parameter window 615. After step1815, the CPU 310 returns to step 515 of FIG. 5 and proceedsaccordingly, thereafter displaying the UI graphic 600 in subsequentexecution of step 515.

It will be appreciated that anytime while the UI graphic 601 includesthe actuator parameter window 615′, the user may change or defineactuator parameters in a manner analogous to that of step 530 of FIG. 5,and the operations of FIG. 10.

DESCRIPTION

FIG. 19 shows the operation of the CPU 310 in response to a user inputsignal indicating a request for a product description or productdocumentation. While the product database 245 contains specificparameters for sizing and selection, full product documentation such asdata sheets and the like are not included within the product database245. Nevertheless, during selection and sizing of valves, it may beadvantageous for the user to review the manufacturer's documentation.Accordingly, as discussed above, step 570 represents the retrieval ofsuch documentation in response to a user request.

In step 1905, the CPU 310 retrieves a pdf formatted file or othersimilar document associated with the specified product from the documentdatabase 250 from the server computer 50. However, in alternativeembodiments, the document database 250 may suitably be downloadedcontemporaneously with the original download of the product database 245in steps 430, 435 of FIG. 4. In such a case, the CPU 310 would simplyretrieve the requested documentation file from the secondary storage 315to the memory 305, and then cause it to be displayed. However, in theembodiment described herein, the document database 250 is notdownloaded, and the CPU 310 retrieves the requested document file fromthe document database 250 at the server 50 of FIGS. 1 and 2.

After step 1905, the CPU 310 executes step 1910. In step 1910, the CPU310 causes the retrieved document to be displayed in a new window, notshown, that overlays the UI graphic 600. The CPU 310 removes the newdocument window upon receiving a suitable “closing” input from the user.Any suitable and conventional pdf-formatted document display operationsmay be employed.

Upon completion of step 1910, the CPU 310 returns to step 515 of FIG. 5and proceeds accordingly.

Generate Output

FIG. 20 shows a flow diagram of step 575 of FIG. 5, which occurs when auser selects to generate an output of the schedule file. In particular,FIG. 20 shows a flow diagram of the operations that occur when an inputselect signal is received while the cursor 675 is disposed over one ofthe output icons 680, or over a selectable text icons or the like for“print schedule” or “generate output file”. Such text icons may suitablyappear when the “file” menu icon 608 is selected.

In step 2005, the CPU 310 determines whether it has received an inputrequesting the generation of an output file based on the schedule file.If so, then the CPU 310 executes step 2010. If not, then the CPU 310proceeds to step 2015.

In step 2010, the CPU 310 generates an output data file, preferably as acomma-separated values (CSV) file using the products listed in theschedule file 630 a stored in the memory 305. The output data file mayalternatively be an excel or .pdf file. In any event, the CPU 310provides in the output file a product identifier for each product on thecomponent schedule file 630 a, and after each product identifier, sizingand other values for the product obtained from the product database 245.The CPU 310 stores the generated CSV file, which may be used to generateautomatically a purchase order or the like in the secondary memory 315.The CPU 310 may thereafter suitably return to FIG. 5, or continue ontostep 2015.

In step 2015, the CPU 310 determines whether it has received an inputrequesting the generation of a printer output based on the componentschedule file 630 a. If so, then the CPU 310 executes step 2020. If not,then the CPU 310 returns to step 515 of FIG. 5.

In step 2020, the CPU 310 generates a document formatted for printingbased on the schedule file, using, among other things, any drivers foravailable printers. The document to be printed should include theidentification of all products in the component schedule file 630 a andany suitable set of descriptive parameters retrieved from the productdatabase 245. Thereafter, in step 2025, the CPU 310 provides theformatted document to the printer device, not shown, using driversoftware stored in the local memory 305. The CPU 310 may thereaftersuitably return to step 515 of FIG. 5.

Toggle ToolTips

FIG. 21 shows a flow diagram of step 580 of FIG. 5, which occurs when auser selects to toggle the ToolTips operation. As will be discussed indetail further below, the Tooltips operation is an operation in whichlimited details regarding a product are displayed in a small pop-upwindow when the product is rolled over by the cursor 675. FIG. 7 showsan exemplary pop-up window 710 generated by the Tooltips operation. TheToolTips operation is enabled or disable through a user-changeable“check” box 670. (See FIGS. 6 and 7).

FIG. 21 shows a flow diagram of the operations that occur when an inputselect signal is received while the cursor 675 is disposed over theToolTips “check” box 670.

In step 2105, the CPU 310 changes the state of a tooltip flag stored inthe memory 305. In other words, if the tooltip flag has a value of“enabled”, then the CPU 310 in step 2105 changes the state of the tooltip flag in the memory 305 to “disabled” or an equivalent. Likewise, ifthe tooltip flag has a value of “disabled”, then the CPU 310 in step2105 changes the state of the tool tip flag in the memory 305 to“enabled”.

In step 2110, the CPU 310 changes the UI graphic 600 to reflect thechange of state of ToolTips operation within the tooltip box 670 in theUI graphic 600. For example, if the tooltip flag is “enabled”, then theCPU 310 in step 2110 causes the display of a “check mark” in the box670. However, if the tooltip flag is “disabled”, then the CPU 310 instep 2110 causes the display of the box 670 as an empty box.

After step 2110, the CPU 310 returns to step 515 of FIG. 5.

Moving Cursor Signals with No Input Select Signal

FIG. 22 shows the operations of step 585, which occurs when the CPU 310receives a cursor movement signal in the absence of an input selectsignal from the user input device 85 ₁. For example, the CPU 310performs the operations of FIG. 22 when the user moves a mouse device,or the like.

In step 2205, the CPU 310 updates the location of the cursor 675 withrespect to the UI graphic 600 based on the prior location of the cursor675 and the direction and duration information in the movement signal.Such operations are conventional to graphic user interfaces. The CPU 310thereafter or contemporaneously executes step 2210.

In step 2210, the CPU 310 determines whether the tooltips flag is“enabled”. If not, then the CPU 310 proceeds to step 2230. If, however,the CPU 310 determines that the tooltips flag is “enabled”, then the CPU310 proceeds to step 2215.

In step 2215, the CPU 310 determines whether the instantaneous locationof the cursor 675 on the UI graphic 600 corresponds to a product in anyof the windows 620, 625, 630 or 685. If so, then the CPU 310 proceeds tostep 2220. If not, then the CPU 310 proceeds to step 2230.

In step 2220, the CPU 310 generates a small pop-up window (e.g. window710 of FIG. 7) showing product data and a product graphic related to theproduct on which the cursor 675 is located. To this end, the CPU 310retrieves from the product database 245 product identificationinformation, product type information, and one or more other details.The CPU 310 then generates a pop-up window that includes a graphiccorresponding to the retrieved product type information, and textcorresponding to the product identification information and otherretrieved details. The CPU 310 causes the generated pop-up window to bedisplayed in the UI graphic 600 with an indicator showing the product towhich it pertains.

In particular, reference is made to the example of such a pop-up window710 shown in FIG. 7. Specifically, the pop-up window 710 includes aborder 715 having a pointing element 720, a graphic 725 corresponding toa product type, product identification information text 730, and otherproduct information text 735. In step 2220, the CPU 310 displays thewindow 710 such that the pointing element 720 ends proximate theposition of the cursor 675, which is located over a table entry for theproduct identified in the product identification information text 735.

Referring again to FIG. 22, after execution of step 2220, the CPU 310proceeds to step 2230. In step 2230, the CPU 310 determines whether themovement signal from the user input device 85.sub.1 has beendiscontinued. If the movement signal has been discontinued, then the CPU310 returns to step 515 of FIG. 5. If the movement signal has not beendiscontinued, then the CPU 310 causes the display to remove the pop-upwindow in step 2235, if any, and return to step 2205.

It will be appreciated that the PSST 100 may suitably include otherfeatures, at least some conventional to window-based graphic userinterfaces, which are not included for the purposes of clarity ofexposition. For example, the further specific implementation detailsassociated with manipulating columns, tagging and the like within thecomponent schedule window 630, based on the explanations describedherein, are conventional and may take many forms.

Another feature of one implementation of the schedule window 630 is thatmultiple quantities of the same element may be presented in collapsiblehierarchical mode, such as the hierarchical list elements 682 of FIG. 7.It is noted that by allowing multiple quantities of an element to beselectively expanded out to individual elements, individual elements ofa set of multiple identical devices may carry different tags. Again,further specific implementation details of such operations may take manyforms and are conventional in nature.

It will be appreciated that the detailed software implementation of theoperations as described herein may readily be carried out usingcommercially available development tools, such as the FLEX BUILDER™ lineof products available from Adobe Corporation.

It will be appreciated that the above-describe embodiments are merelyexemplary, and that those of ordinary skill in the art may readilydevise their own implementations and adaptations that incorporate theprinciples of the present invention and fall within the spirit and scopethereof.

1. A method for generating an output identifying components for asystem, each of the components having one of a plurality of types, eachof the components defined by a plurality of specifications, the methodcomprising: employing a network interface to receive a selection toolinto a computer system memory; executing the selection tool on aprocessing device to open a multi-window display that includes aschedule window, a product type select window, and a product window;executing the selection tool on the processing device, to display a menuof a plurality of graphic elements, each of the plurality of graphicelements representative of and corresponding to a product type;executing the selection tool on the processing device to receive a userinput selecting a first graphic element from the menu; executing theselection tool on the processing device, subsequent to receiving theuser input, to update the multi-window display to display the menu ofthe plurality of graphic elements without the first graphic element andto display the first graphic element in the product type select window;executing the selection tool on the processing device, to filter acomponent database to identify a first set of components having acomponent type corresponding to the first graphic element; and executingthe selection tool on the processing device to display in the productwindow data a list of components from the first set of components. 2.The method of claim 1, further comprising: receiving input selecting oneor more components from the list of components; and storing the selectedone or more components in a data file in a memory.
 3. The method ofclaim 2, further comprising displaying the selected one or morecomponents in the schedule window.
 4. The method of claim 3, furthercomprising: generating an output file based on the data file in thememory; and printing the output file.
 5. The method of claim 3, furthercomprising: generating a count of the identified first set of componentshaving a component type corresponding to the first graphic element;causing display of the count over at least a portion of the productwindow; and removing the display of the count after a predeterminedtime.
 6. The method of claim 1, further comprising: displaying aparameter window simultaneously with the display of the product typeselect window, the product window and the schedule window, the parameterwindow comprising a plurality of interactive elements facilitating useridentification of product parameters, each of the product parametersconstituting physical characteristics.
 7. The method of claim 6, furthercomprising: receiving user input in the plurality of interactiveelements, the user input defining a first product parameter; andfiltering the component database to identify a second set of componentshaving the component type corresponding to the first graphic element,and having a first characteristic corresponding to the first productparameter.
 8. The method of claim 1, further comprising, after receivingthe user input selecting the first graphic element from the menu: atleast temporarily removing the menu from the display; and displayingcontemporaneously the product type select window, the product window andthe schedule window.
 9. The method of claim 8, further comprising, afterreceiving the user input selecting the first graphic element from themenu, and before removing the menu from the display: removing the firstgraphic element from the menu.
 10. The method of claim 2, whereinreceiving input selecting one or more components from the first list ofcomponents further comprises: obtaining a first select input selecting acomponent within the product window; and obtaining an input indicativeof a user selection of a first icon located on the display outside ofthe product window.
 11. The method of claim 1, further comprising:detecting a movement signal from a user input device; causing thedisplay to include a moving cursor element responsive to the movementsignal; displaying a pop-up window containing information regarding asecond component when the displayed cursor is located within the displayproximate to displayed information regarding the second component. 12.The method of claim 11, wherein the information in the pop-up windowincludes a graphic representation of a component type corresponding tothe second component, and identification information regarding thesecond component.
 13. A method for generating an output identifyingcomponents for a system, each of the components having one of aplurality of types, each of the components defined by a plurality ofspecifications, the method comprising: employing a network interface toreceive a selection tool into a computer system memory; executing theselection tool on a processing device to open a multi-window displaythat includes a schedule window, a product type select window, and afirst product window, and a second product window; executing theselection tool to display a menu of a plurality of graphic elements,each of the plurality of graphic elements representative of andcorresponding to a product type; executing the selection tool to receivea user input selecting a first graphic element from the menu; executingthe selection tool on the processing device, subsequent to receiving theuser input, to update the multi-window display to display the firstgraphic element in the product type select window; executing theselection tool to filter a component database to identify a, first setof components having a component type corresponding to the first graphicelement; and executing the selection tool to display in the productwindow data a list of components from the first set of components.executing the selection tool to obtain a first select input selecting afirst component within the product window; and executing the selectiontool to display, responsive to obtaining the first select input, asecond list of one or more components linked to the first component. 14.The method of claim 13, further comprising executing the selection toolto: obtain an input indicative of a first user selection of one of aplurality of icons located on the display outside of the product window;and updating the schedule window to include information identifying atleast, one added component based on the selected icon.
 15. The method ofclaim 14, wherein: the obtained input is indicative of the first userselection of a first icon, and wherein the at least one added componentis the first component.
 16. The method of claim 15, wherein: theobtained input is indicative of the first user selection of a secondicon, and wherein the at least one added component comprises the firstcomponent and a second component of the second list of one or morecomponents linked to the first component.
 17. The method of claim 14,further comprising storing information regarding the at least one addedcomponent in a data file in a memory.
 18. The method of claim 17,further comprising: generating an output file based on the data file inthe memory; and printing the output file.
 19. The method of claim 13,further comprising: displaying a parameter window simultaneously withthe display of the product type select window, the product window andthe schedule window, the parameter window comprising a plurality ofinteractive elements facilitating user identification of productparameters, each of the product parameters constituting physicalcharacteristics associated with the first set of components.
 20. Themethod of claim 19, further comprising: receiving user input selectingan arrow icon; updating the display to remove the parameter window anddisplay a second parameter window simultaneously with the display of theproduct type select window, the product window and the schedule window,the second parameter window comprising a plurality of interactiveelements facilitating user identification of second product parameters,each of the second product parameters constituting physicalcharacteristics associated with the second list of one or morecomponents.